Key

Client meeting Office manager

Marketing task
or call (OM) task

Design Task Sales task

Standard email

Collaboration Checklist / form or

guide

Stage 0: Stage 1: Stage 2: Stage 3:

Ask an Needs & Concept Developed Design
Expert Options Design & Planning

Client books N&O Concept Design

Client books call Project confirmed
meeting on-site agreed

Ask the expert call

Carry out measured Create new project
survey (see checklist)
Invoice stage 1

Sales

Print out floor plans from

floor planner and copy
nandos dims.

Complete plans ready for

Carry out measured planning as per the Planning Planning Ch
survey
checklist. Notify OM

Upload photos/survey to
file in LIVE JOBS type up Apply for planning approval.
 Stage 4: Stage 5: Stage 6:
Technical Design Tender & Construction Handover
& Building Control
Client confirms
Planning submitted / requirement for
builders' quotes? Estimated completion
planning approved for
date reached
complex jobs

Update estimated
Design team meeting to Call client to check
completion date if
discuss the concept design, construction
project not
and the BC form from the progress
OML21 Send standard email complete yet
previous zoom.
to the builders we have
recommended

Book in site visit

Complete BC plans

OML22 Send standard

email to client with Site meeting to take photos,
Send draft 1 BC plans with builder recommendations feedback, testimonials
standard email (TBC) asking
for comment or to book in a
zoom if necessary

Book photographer
hecklist Zoom meeting if client wants if needed
one
 survey notes in WM Update WM with dates
Forward val
Change WM status Change status on WM email

Once Validated, input

Internal meeting 1 : the end of consultee
date and decision
JAT & surveying team OML11
date in act diary.
member to set out project
on revit

Not approved - Liaise

with planners and client
and update plans when
needed until approval
JAT to complete existing reached

Forward approval
Internal meeting 2 : once recieved

Design team meeting to

discuss existing/concept
design/Nandos/notes etc

'Standard notes for

Complete concept design proposals'
'Drawing templates'

Client Meeting 1:

Presentation

WM notes to be kept, 4 options to proceed

A - Happy with everything no changes

B - Only minor amendments, submit once complete
C - Please send through updates and we can confirm
we are happy (comments within 2 weeks please)
D - We will need another zoom booked in please
(Book in at meeting)

Client answers A or B
Make any further edits and Clients answering C/D -
laura to send docusign with Update plans and send back
updated plans through prior to any
scheduled meeting.

Agreed design process - see

checklist Invoice stage 2 and
3 when docusign
agreed
idation Make required
changes and notify
OM to send BC plans Prepare and send docusign
and invoice for Stage 4 of
the quote

Client confirms they are

happy to get BC quotes

OM to get BC quote
Stage X:
from BC Specialists
OML25 Send standard Change Control
email to BC company
for a quote

Client agrees to progress

the application, ensure the
confirmation email is
saved
Client books change
control meeting

Complete application forms

and submit the application. Client Zoom meeting to
Ensure applied for date is discuss the changes
in WM and chase up date
of 2 weeks

Complete change
Received plan check from control form Send form to client
BC officer? for agreement
Book in time in ACT for DT
DT04 - Send standard email to
to make amendments
BC contact suggesting all
changes have been made.
Client signs Change
Control Form

Complete all necessary

changes to allow for the full
approval to be issued.

Complete changes

Approved?
OML23 Send standard
email with BC approval

OM let Marketing
know estimated
completion date
Initial Enquiry to Measured Survey
OML***

Xero send auto Not going ahead

receipt of payment add appointment in
Not interested Schedule for 3 days
OML1.2 MD diary (include
before (benefits)
reason) to
Ensure payment telephone
made before
Spreadsheet to log Interested & > 5 consultation carried
client details and miles away, send out Calendly auto
Consultation at Going ahead
where from email fee for confirm
Consultation clients' home Quote Quote confirmed by Measured S
consultation, link for Arrange survey appointment by
booked by client OML03 email
payment and OML01.1 OML02 OML05 email
calendly Add appointment to
diary to phone
chase >3 days Add reminders to
Interested
diary >3 days email If builder referral
Initial enquiry Acknowledge form
>5 days MD OM send MT Calendly auto text 1
received and Print job sheet and
OML00 telephone calendar apt to day before survey
email calendly OML1 put in tray send voucher
appointment

Enter into diary of

Calendly send auto design team
text day before to OML04
remind client

Print job sheet

ensure measuring
bag complete
Survey
 End of Day Checklist

Open emails

> 5 mins needed

< 5 mins response - holding email
send response now (company/standard
emails)

HE-001

Enter into diary to

complete on Friday

Check your time

sheets show 7
hours work

Make a note of your

3 most important
tasks for tomorrow
and leave on desk

Clock out on Bright

HR